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CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
What happened
CXMT expects to report net profit of CNY131 billion to CNY132.5 billion (approximately US$19.58 billion to US$19.8 billion) for the first nine months of 2026, reversing a year‑earlier loss driven by surging AI computing demand that is causing memory chip shortages and higher prices.
Impact and signal
Low impactImpact score: 0/100
Affected components and suppliers
ChangXin Memory Technologies (CXMT)
Source and time
Source: DigiTimes Asia · 10/18/2026 · View original source
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